Investment adviser · CRD 22875

CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA, United States · Form ADV filed Nov 17, 2021

Regulatory AUM
$5.14B
Form ADV · Item 5.F
Client accounts
3,972
Accounts, not individual clients
Employees
63
Reported in this filing
Advisory professionals
20
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Charities60$3,224,634,98762.7%
High-net-worth individuals105$1,243,748,59424.2%
Pooled investment vehicles5$539,368,41910.5%
Retirement plansFewer than 5$131,757,7072.6%
Filing source

Form ADV 1578386 · Nov 17, 2021 · Item 5.D

Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

CANTERBURY CONSULTING SPFS FUND VIII, LPPrivate Equity Fund$13MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator PARTNERSADMIN LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor FRANK, RIMERMAN & CO LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRANK, RIMERMAN & CO LLP
PCAOB 1596

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-1724529903
Reported beneficial owners
10
Minimum commitment
$100K
Form D file number
021-335132

Form ADV 1578386 · Nov 17, 2021 · Schedule D 7.B.(1)

Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

No comparable changes in the displayed metrics.

Filing source

Form ADV 1578386 · Nov 17, 2021 · Items 1 & 5

Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$1.66B
Non-discretionary
$3.48B
Filing history · 0 annual filings

Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.

    Reported services

    Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

    Compensation

    Percentage of assets · Fixed

    Principal office

    610 NEWPORT CENTER DRIVE, SUITE 500
    NEWPORT BEACH, CA, 92660-6404, United States

    CRD 22875

    Filing source

    Form ADV 1578386 · Nov 17, 2021 · Items 1 & 5

    Reported by CANTERBURY CONSULTING INCORPORATED (CRD 22875).

    Other-Than Anual Amendment For Registered Adviser.

    Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.